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Stanmore Resources Ltd
(Sydney:SMR)
Stanmore Resources Ltd (SMR) vs. iShares MSCI Australia ETF (EWA)
Stanmore Resources Ltd Business Overview & Revenue Model
Stanmore Resources Ltd Earnings Call Summary
Stanmore Resources Ltd Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 2.92B | 2.40B | 2.80B | 2.70B | 277.60M |
| Gross Profit | 1.58B | 2.00B | 2.44B | 2.22B | 51.04M |
| EBITDA | 616.77M | 699.70M | 1.06B | 1.12B | 50.72M |
| Net Income | -73.20M | 191.50M | 472.40M | 666.80M | 7.55M |
Balance Sheet | |||||
| Total Assets | 4.64B | 3.20B | 3.61B | 3.32B | 322.70M |
| Cash, Cash Equivalents and Short-Term Investments | 317.16M | 288.90M | 446.30M | 432.40M | 45.60M |
| Total Debt | 1.09B | 672.30M | 775.70M | 864.20M | 75.71M |
| Total Liabilities | 2.06B | 1.37B | 1.85B | 1.98B | 204.70M |
| Stockholders Equity | 2.58B | 1.83B | 2.57B | 1.33B | 162.30M |
Cash Flow | |||||
| Free Cash Flow | 458.43M | 222.00M | 543.60M | 1.06B | 65.95M |
| Operating Cash Flow | 590.56M | 407.70M | 736.90M | 1.18B | 127.50M |
| Investing Cash Flow | -172.14M | -249.80M | -258.60M | -1.43B | -97.13M |
| Financing Cash Flow | -536.74M | -314.90M | -462.90M | 640.40M | 27.45M |
Stanmore Resources Ltd Technical Analysis
Stanmore Resources Ltd Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | AU$9.18B | 14.86 | 4.93% | 11.73% | -8.45% | -24.30% | |
71 Outperform | AU$4.25B | 8.03 | 16.63% | 8.48% | -1.53% | -7.57% | |
66 Neutral | AU$7.16B | 23.23 | 11.40% | 1.92% | 52.51% | 82.60% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | AU$2.50B | -28.57 | -3.46% | 7.32% | -18.98% | -99.05% | |
50 Neutral | AU$144.03M | -13.68 | 1.34% | ― | -5.47% | -86.96% | |
44 Neutral | AU$586.76M | -0.80 | -52.66% | 4.79% | -23.91% | -352.91% |
Stanmore Resources Ltd Corporate Events
Stanmore Resources has updated its previously announced dividend notification to confirm the currency exchange rate that will be applied for shareholders receiving the payout in foreign currency. The rate is based on the Reserve Bank of Australia’s 4:00 p.m. reference rate on the 27 February 2026 record date, aligning the final distribution mechanics with the company’s full-year period ended 31 December 2025.
The dividend relates to a 12‑month financial period ending 31 December 2025, with an ex‑dividend date of 26 February 2026 and a record date of 27 February 2026. By clarifying the applicable exchange rate, Stanmore provides greater certainty to international investors about the final dividend amount they can expect to receive, supporting transparency around its capital returns.
The most recent analyst rating on (AU:SMR) stock is a Buy with a A$3.65 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources has declared a final dividend of USD 0.089 per ordinary fully paid share for the twelve-month period ending 31 December 2025. The distribution will be paid on 13 March 2026, with shares trading ex-dividend from 26 February and a record date of 27 February, signalling a continued capital return to shareholders and reinforcing the company’s commitment to regular cash distributions.
The announcement outlines that this dividend does not require additional regulatory or shareholder approvals, simplifying the timetable for investors. The clear payout schedule provides income visibility for existing shareholders and may enhance the stock’s appeal to yield-focused investors in the resources sector.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources has lodged its updated corporate governance statement for the year ended 31 December 2025, confirming that the document is current as of 23 February 2026 and available on its website. The filing, together with the required Appendix 4G, outlines how the company’s board and management structures, director appointments and company secretary accountability align with ASX corporate governance requirements, reinforcing transparency and compliance for investors and regulators.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources has released its Corporate Governance Statement for the year ended 31 December 2025, detailing the framework and practices governing the company and its subsidiaries. The statement, current as of 23 February 2026 and approved by the board, is aligned with the ASX Corporate Governance Council’s fourth edition principles and is designed to guide board oversight on behalf of shareholders.
The company highlights the composition of its board, which currently comprises four independent and four non‑independent directors, a structure influenced by major shareholder Golden Investments’ stake of more than 59% of voting shares. Director independence is assessed using both quantitative and qualitative materiality thresholds, with potential conflicts and independence factors reviewed at each board meeting to ensure robust governance and alignment with shareholders’ best interests.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources has reported total coal resources of 5.1 billion tonnes across its controlled Queensland tenements for the year ended 31 December 2025, alongside run-of-mine coal reserves of 571 million tonnes and marketable coal reserves of 388 million tonnes. The figures, reported under the JORC 2012 Code, reflect updated geological modelling, new exploration data and economic assumptions across multiple sites, while maintaining the underlying technical parameters of prior estimates.
Growth in reserves was driven by the incorporation of the Isaac Downs Extension following a completed pre-feasibility study and maiden reserve in 2025, as well as an expanded reserve base at South Walker Creek after new land access approvals. Stanmore has also enhanced disclosure by adding coal quality data to its resources and reserves summary, offering investors greater transparency on product mix and quality across its coking, PCI and thermal coal portfolio.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources has released its 2025 full-year financial results and accompanying investor presentation for the year ended 31 December 2025. The materials outline operating performance, social performance, financial outcomes, guidance for 2026, project and growth plans, as well as an updated coal resources and reserves summary prepared under the JORC Code.
The company confirms there have been no material changes to previously reported ore reserves and mineral resources, and that the assumptions underpinning these estimates remain intact. This stability in its resource base underpins Stanmore’s production profile and growth strategy, providing investors and other stakeholders with continuity around the company’s long-term coal asset platform.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources reported a resilient 2025 despite softer coal markets, lifting run-of-mine output to a record 20.5 million tonnes and saleable production to 14.0 million tonnes after completing a capital investment program. Safety performance remained strong with a serious accident frequency rate well below industry averages, while South Walker Creek’s ramp-up and standout output from Poitrel underpinned the production gains.
Revenue fell to US$1.9 billion as average realised prices dropped 21% to US$133 per tonne, but disciplined cost management nudged FOB cash costs down to US$88 per tonne, supporting Underlying EBITDA of US$385 million. The company generated US$296 million in free cash flow, ended the year with US$212 million in cash and modest net debt of US$33 million, and declared a fully franked dividend of 8.9 US cents per share, reinforcing its shift toward higher shareholder returns.
Stanmore signalled a planned production stepdown in 2026 as Isaac Downs is reconfigured to optimise costs ahead of an extension project, with operational efficiencies expected to offset most of the impact of lower volumes and cost inflation. Progress on the Isaac Downs Extension, including a maiden JORC-compliant reserves statement, and ongoing study work at Eagle Downs strengthen the company’s growth pipeline as improved metallurgical coal markets enhance its positioning as a leveraged Australian producer.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources reported a sharp reversal in performance for the year to 31 December 2025, with revenue falling 21% to US$1.88 billion and a net loss of US$47.2 million, compared with a US$191.5 million profit a year earlier. Management attributed the profit decline primarily to lower sales prices for its coal products, while net tangible assets per share slipped 6% to US$1.91, underscoring pressure on balance sheet metrics.
Despite weaker earnings, the board maintained its capital returns, paying a fully franked final 2024 dividend of 6.7 U.S. cents per share and declaring a higher fully franked final dividend of 8.9 U.S. cents per share for payment in March 2026. The steady dividend profile, alongside unchanged interests in its key coal joint ventures, signals management’s confidence in the underlying asset base even as the company navigates a softer pricing environment.
The most recent analyst rating on (AU:SMR) stock is a Sell with a A$2.95 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources closed 2025 with record quarterly and full-year coal production and sales, delivering 6.0 Mt of ROM coal and 3.9 Mt of saleable coal in the December quarter and 14.0 Mt of saleable coal for the year, in line with revised guidance. Supported by a late-year recovery in premium hard coking coal prices to about US$218 per tonne and stronger demand from China and India, the company generated robust cash flow, cutting net debt to US$33 million and lifting total liquidity to US$482 million, while maintaining a strong safety record and building ROM inventories above 1.5 Mt ahead of the wet season; management cautioned that early 2026 operations face challenges from ex-tropical cyclone Koji, which is exacerbating regional supply concerns and may impact production.
The most recent analyst rating on (AU:SMR) stock is a Buy with a A$3.70 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.
Stanmore Resources Limited has scheduled an investor call for January 27, 2026, to discuss its December 2025 Quarterly Activities Report, to be led by Chief Executive Officer and Executive Director Marcelo Matos and Chief Financial Officer Shane Young. Investors are required to pre-register for the conference, which will be recorded and later made available on the company’s website, underscoring Stanmore’s ongoing investor engagement and transparency around its operational and financial performance.
The most recent analyst rating on (AU:SMR) stock is a Buy with a A$3.70 price target. To see the full list of analyst forecasts on Stanmore Resources Ltd stock, see the AU:SMR Stock Forecast page.